First reply takes hours
Usually
Leads sit in a shared inbox until someone checks it
With Orzed
Routed to one named owner in under a minute, with an alert if untouched after 15 minutes
Every lead answered fast every deal in one clean view
We set up or clean up HubSpot, Salesforce, Pipedrive and Klaviyo so leads get an owner in under a minute, reps know the next step and your forecast matches reality.
Website form · pricing page Dana M. · Ops lead, logistics
Asked about multi-warehouse pricing
fit 87 · territory EU WhatsApp Business · click-to-chat Kerem A. · Founder, retail
Sent a voice note about checkout pain
fit 74 · territory TR LinkedIn ad · lead form Priya S. · Head of RevOps, SaaS
Downloaded the forecast template
fit 91 · territory US-East 00:22 to owner assigned
- captured · source + consent saved
- enriched · company + fit score
- owner assigned · Slack alert sent
- sequence started · reply pauses it
SIX STAGES, WRITTEN RULES
Everyone agrees what each stage means
Tap a stage to see the rule for moving a deal forward and what happens automatically.
Exit rule · when a deal can leave "Lead"
Valid email or phone, source and consent saved.
What runs automatically
Set this up ↗ Enrich company, score fit, assign owner in under a minute
Exit rule · when a deal can leave "Contacted"
First reply or call logged.
What runs automatically
Set this up ↗ Alert owner on Slack or WhatsApp, start follow-up sequence
Exit rule · when a deal can leave "Qualified"
Need, budget range, decision maker and timing written down.
What runs automatically
Set this up ↗ Create deal, book discovery call, pause cold sequence
Exit rule · when a deal can leave "Proposal"
Written scope and quote sent from the CRM.
What runs automatically
Set this up ↗ Generate quote from price book, set follow-up task for day 3
Exit rule · when a deal can leave "Negotiation"
Discount or terms approved, contract out for signature.
What runs automatically
Set this up ↗ Route discounts over 15% for approval, send e-sign link
Exit rule · when a deal can leave "Won · Onboarding"
Signed, invoice paid, kickoff booked.
What runs automatically
Set this up ↗ Create project in delivery tool, send welcome and kickoff link
Tools we set up HubSpotSalesforcePipedriveZoho CRMKlaviyoCustomer.ioWhatsApp BusinessPandaDoc
SPEED IS REVENUE
First reply time, before and after routing
Industry median first reply
44h
Teams with a shared inbox
9h
After routing + SLA alerts
47s
Leads contacted in the first five minutes convert roughly 8× more than leads contacted after an hour. Routing and alerts are the cheapest revenue you will ever buy.
BEFORE AND AFTER
Five quiet leaks we see in almost every CRM
Nobody trusts the forecast
Usually
Stages mean different things to each rep
With Orzed
Six stages with written exit rules and required fields
Marketing and sales argue about lead quality
Usually
Ad platforms see form fills, not revenue
With Orzed
Qualified and Won stages sent back to Google, Meta and LinkedIn
Quotes live in Word and spreadsheets
Usually
Wrong prices, slow approvals, no record
With Orzed
Price book, discount rules and e-sign inside the CRM
Existing customers are forgotten
Usually
No renewal reminders or check-ins
With Orzed
Onboarding, renewal and win-back journeys run automatically
Already have a CRM?
You probably do not need to switch tools
Most "bad CRMs" are just badly set up. In three to four weeks we clean the data, simplify the stages and train the team.
3.4×Pipeline coverage, weighted
27%Win rate, trailing quarter
47sMedian first reply
- DEAL #2201moved to Proposal$18.4k
- LEAD #8841owner set · 00:22US-East
- QUOTE #1042signed · PandaDoc$12.0k
- ALERTlead untouched 15 minescalated
- WON → METAconversion value sent$12.0k
WHAT WE BUILD
Four parts of a revenue system that holds together
01
Lead capture and routing
Every form, chat, call and ad lead reaches the right person in under a minute.
We connect your website, ads, WhatsApp and inbox to the CRM, enrich the record, score fit and assign an owner by territory, language or round-robin. If nobody replies in 15 minutes, it escalates.
Routing rulesEnrichmentLead scoringSLA alerts
Fix my lead routing ↗ 02
Pipeline and quotes (CPQ)
Clear stages, clean fields and quotes sent in minutes.
We cut the pipeline down to the stages you actually use, write the exit rules and set up your products, price lists and approval thresholds so reps send accurate quotes without leaving the CRM.
Stage rulesPrice booksDiscount approvalsE-signature
Clean up my pipeline ↗ 03
Lifecycle: email, WhatsApp and SMS
Follow-up, onboarding, renewal and win-back that sound human.
We write and wire the journeys that keep leads warm and customers coming back. Sales sequences pause the moment a person replies, so nobody gets an awkward automated email.
OnboardingNurtureRenewal remindersWin-back
Plan my customer journeys ↗ 04
Reporting and ad feedback
One number for pipeline, one for revenue, and real sales sent back to ads.
Dashboards by source, rep and cohort that match your finance numbers. When a deal is qualified or won, we send it back to Google, Meta and LinkedIn so your ads optimise for buyers, not clicks.
Pipeline dashboardCohort viewOffline conversionsHubSpot / Salesforce
Fix my reporting ↗ THE WHOLE SYSTEM ON ONE DRAWING
From first touch to revenue report
WHAT YOU GET
A revenue system your team feels weekly
Pipeline design
Six stages with written exit rules
A forecast leadership trusts because every stage means one thing only.
Fix my pipeline
Revenue reporting
Dashboards that match finance
By source, rep and cohort, with real sales sent back to ad platforms.
Fix my reporting Lifecycle journeys
Follow-up that sounds human
Onboarding, renewal and win-back flows that pause when a person replies.
Plan my journeys
RevOps setup
One system across marketing and sales
Capture, routing, quotes, e-sign and handoff to delivery in one place.
Plan my RevOpsWAYS TO START
Clean up, set up or hand over the keys
Fastest payback
CRM Rescue
For teams that already pay for HubSpot, Pipedrive or Salesforce and hate using it.
3 to 4 weeks
- Deduplicate and clean records
- Six-stage pipeline with rules
- Lead routing and speed alerts
- Rep training and one dashboard
Most asked
RevOps Setup
A complete setup across marketing, sales and handoff to delivery.
6 to 10 weeks
- CRM setup or migration
- Quotes, price book and e-sign
- Email and WhatsApp journeys
- Ad platform conversion sync
Ongoing
Fractional RevOps
We run and improve the system each month without a full-time hire.
Monthly
- New automations and journeys
- List hygiene and routing tweaks
- Monthly pipeline and source review
- Support for your reps
Adjacent disciplines
Where RevOps connects
Growth
Growth Analytics & SEO/GEO
Send real qualified and won deals back to Google and Meta.
WebWeb & Content Platforms
Forms, landing pages and booking flows that feed the CRM.
ReportingBusiness Intelligence
Join CRM, billing and product data in one executive view.
AIAI Integration
Research leads, summarise calls and draft follow-ups inside the CRM.
Route · Quote · Close
Ready for a CRM your reps useand a forecast you trust?
Tell us which tool you use and where deals get stuck. We reply with a short fix plan and a fixed scope.